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DFVEX vs JVMCX
DFVEX vs JVMCX Comparison
Open Charts DFVEX vs JVMCX
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
DFVEX vs JVMCX Comparison Chart in %
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DFVEX vs. JVMCX commentary
Jul 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFVEX is a Buy and JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. DFVEX (4.86B). DFVEX pays higher dividends than JVMCX: DFVEX (1.26) vs JVMCX (0.00). DFVEX was incepted earlier than JVMCX: DFVEX (20 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than DFVEX (0.24). JVMCX is a more actively managed with annual turnover of: 47.00 vs. DFVEX (11.00). DFVEX has a lower initial minimum investment than JVMCX: DFVEX (0) vs JVMCX (1000). DFVEX annual gain was more profitable for investors over the last year : 14.06 vs. JVMCX (1.79). DFVEX return over 5 years is better than : 89.38 vs. JVMCX (55.49).
| DFVEX | JVMCX | DFVEX / JVMCX | |
| Total Expense Ratio | 0.24 | 1.87 | 13% |
| Annual Report Gross Expense Ratio | 0.24 | 1.88 | 13% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 5.362 | 7.905 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.86B | 22.6B | 22% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | 14.06 | 1.79 | 785% |
| Returns for 3 years | 41.24 | 20.12 | 205% |
| Returns for 5 years | 89.38 | 55.49 | 161% |
| Returns for 10 years | 77.39 | 35.64 | 217% |
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